General Ledger + Converter in one subscription.
See pricingFOR BOOKKEEPERS
A bookkeeper takes on more clients without hiring by automating the routine work each client repeats every month: statement import, categorizing, reconciling and the month-end report. ZeraBooks does that for every client in one login. AI categorizes from each client’s own history and every statement is checked against its printed balances. 3 clients are included, then $29 a month each.
$79 a month billed annually or $149 monthly · 3 clients included · 7-day trial, card at checkout
WHERE THE HOURS GO
Time yourself on one ordinary client for one month and most of the hours land in the first four rows. Those are the ones that repeat for every client, every month, and they are the ones ZeraBooks takes over.
| Task | By hand | In ZeraBooks |
|---|---|---|
| Getting transactions in | Download, clean and import each account | Upload the PDF or CSV statement. It is read and checked against its opening and closing balance |
| Categorizing | Line by line, remembering each client’s habits | AI categorizes from that client’s reviewed history and asks about the lines it isn’t sure of |
| Reconciling | Tick and tie each account, hunt for the difference | Each month compared with its statement; a month that doesn’t tie shows the difference and where to look |
| Month-end entries and report | Draft entries, build the report pack | Month-end entries drafted for approval; a month-end report published or emailed to the client |
| Client questions and judgment calls | You | Still you. The AI asks; you decide |
| Advice, tax and sign-off | You or the client’s accountant | Still you |
Every AI action shows up for review and can be undone. ZeraBooks calculates every number itself; the AI never does the arithmetic.
Try it on your own documents. One-week free trial, both apps included.
WHERE THE CAPACITY COMES FROM
You stop doing the same steps once per client and start reviewing exceptions across all of them.
ONE LOGIN
All Clients lists every business you keep books for with its status, so the morning starts with who needs you instead of opening files one by one. Each client keeps its own chart of accounts, history and reports.
Add a clientASK ZERA
Drop in a client’s statements and ask Ask Zera to do the month. It imports, categorizes, reconciles and closes, with each change shown as a card you approve, skip or undo.
PROOF
Every statement is checked against its own printed balances, so the reconciliation tells you which client and which account need a look. The rest are done.
WHAT IT COSTS
One ZeraBooks subscription includes 3 active clients. Each extra client is $29 a month on monthly billing or $290 a year on annual billing. Archived clients don’t count.
| Practice size | Extra clients | Billed monthly | Billed annually | Per client a month (annual) |
|---|---|---|---|---|
| 10 clients | 7 | $352 a month | $2,978 a year | $24.82 |
| 25 clients | 22 | $787 a month | $7,328 a year | $24.43 |
| 50 clients | 47 | $1,512 a month | $14,578 a year | $24.30 |
Prices in U.S. dollars, from the base plan of $149 a month or $948 a year, which also includes 1,000 Converter pages a month for client statements. See ZeraBooks pricing. Compare the cost per client with what one more hire costs before deciding.
GETTING STARTED
One client at a time, starting with the one whose month takes longest.
Name the business and let AI draft a chart of accounts from a description, or import the old chart.
Upload the trial balance and unpaid invoice and bill reports from the old software as of the closing date. ZeraBooks builds the opening balances from them.
Bank and card statements as PDF or CSV. There is no bank feed, so every month is tied to an actual statement.
Answer its questions once; the answers become that client’s history for next month.
Publish or email the month-end report. Then add the next client.
ONE KIND OF CLIENT?
Practices built around one industry can go further. We build a free custom setup that reads that document and posts it to each client’s books, like the one in trucking bookkeeping automation for a bookkeeper whose clients are all truck drivers. CPA firms running client accounting services can read how ZeraBooks handles client accounting services automation.
It replaces the typing, not the bookkeeper. Categorizing, matching and reconciling are being automated; judgment, client conversations and sign-off are not. Bookkeepers who automate the first part take on more clients with the time.
No. A ZeraBooks account is for one person, with no client logins or team roles. You share results by publishing or emailing reports. Firms with several staff can talk to us about ZeraBooks for accountants and custom setups.
No. There are no bank feeds and no QuickBooks or Xero sync. You upload statements; the ledger lives in ZeraBooks. Client statements can also be converted to QuickBooks-ready CSV with the included Converter.
It depends on the client, so we don’t quote a percentage. The fair test is the 7-day trial: move your slowest client in and time its next month against the last one.
Business owners can run ZeraBooks AI bookkeeping themselves on their own subscription. Your practice keeps working in its own login.
ONE-WEEK FREE TRIAL
3 clients included, every client in one login, from $79 a month billed annually. 7-day trial; a card is taken at checkout and nothing is charged for 7 days.
Last updated November 4, 2026 · Written by Damin Mutti, founder of ZeraBooks